A detailed history of Avantax Advisory Services, Inc. transactions in Moelis & CO stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,452 shares of MC stock, worth $217,786. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,452
Holding current value
$217,786
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
$48.86 - $62.99 $168,664 - $217,441
3,452 New
3,452 $215,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $3.85B
  • Description
  • Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies,...
More about MC
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